Service A

Intake & routing

Leads from every form and inbox, scored and handed to the right person.

A sample run

sample runexample
  1. Trigger: new form entry on /contactok
  2. Find company and sizeok
  3. Score: 72 of 100ok
  4. Create deal in HubSpot, owner Samok
  5. Slack note to #salesok
  6. Done. Sam replies today.4s

Runs alone

Collect the lead from forms, email and chat Add company, size and source Score it against your own rules Create the CRM record and assign an owner Post a note in the owner's channel

A person approves

Any lead the score cannot place The first reply on deals above your threshold

In detail

In detail

What it replaces

Someone opens three inboxes every morning, copies each lead into the CRM, guesses who should own it and forgets the one that came in on Friday night.

How it runs

Every source feeds one run. The run cleans the record, adds what it can find, scores it against rules you wrote with us and hands it to a named person. Every step writes a line to the log.

What you get

The run itself, a one-page spec, a log you can read and a month of us watching it.

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